Financial Services Division
Our primary objective is to assist our clients in creating, protecting and preserving wealth as well as planning the distribution of that wealth in a tax efficient manner during their lifetime and at death. We do this by identifying their financial aspirations, assessing their current situation and formulating a strategy to meet and achieve each individual goal.
Financial Services
- Life Insurance Planning
- Disability Insurance Planning
- Business Succession Planning
- Individual Retirement Planning and Annuities
- Individual Health Policies
- Estate Planning
Life, Health, and Financial Services Companies
- Allianz
- Assurant
- First Colony
- GE Capital Assurance
- Guardian Life Ins. Of America
- Hartford
- Illinois Mutual
- Jefferson Pilot
- John Hancock
- Manulife Financial
- Midland National Life
- Met Life
- Mutual of Omaha
- Nationwide
- Pacific Life
- Principal Financial Group
- Protective
- Prudential
- Sun Life Financial
- Transamerica
- Travelers Insurance
- West Coast Life
- Zurich Life